The document describes using Excel functions to analyze sales data by month. It provides instructions on using the UNIQUE, FILTER, XLOOKUP, and RANDARRAY functions to extract unique values, filter data, lookup values, and generate random sample data. The exercises guide the user to create validation lists, filter data for specific agents and months, lookup agent data, and generate random revenue and profit values.
The document describes using Excel functions to analyze sales data by month. It provides instructions on using the UNIQUE, FILTER, XLOOKUP, and RANDARRAY functions to extract unique values, filter data, lookup values, and generate random sample data. The exercises guide the user to create validation lists, filter data for specific agents and months, lookup agent data, and generate random revenue and profit values.
The document describes using Excel functions to analyze sales data by month. It provides instructions on using the UNIQUE, FILTER, XLOOKUP, and RANDARRAY functions to extract unique values, filter data, lookup values, and generate random sample data. The exercises guide the user to create validation lists, filter data for specific agents and months, lookup agent data, and generate random revenue and profit values.
Jan 773 #NAME? #NAME? Jan 602 #NAME? #NAME? Jan 807 #NAME? Jan 643 #NAME? Feb 719 #NAME? Feb 756 #NAME? Feb 745 #NAME? Feb 822 Mar 973 Apr 551 Apr 584 May 716 May 875 Jun 871 Jul 502 Jul 945 Jul 707 Count Unique Months 7 Exercise 02
1. Extract a list of unique months into
2. Extract a list of distinct months into 3. Count the number of unique mont 2
a list of unique months into column G.
a list of distinct months into column H. he number of unique months. The FILTER Function
Sales Agent Month Revenue Profit Agent
Mark Jan 773.00 311.00 Claire Claire Jan 602.00 315.00 Ben Jan 807.00 278.00 Month Ben Feb 643.00 224.00 Mar Ben Feb 719.00 382.00 Mark Feb 756.00 267.00 Claire Feb 745.00 244.00 Mark Mar 822.00 351.00 Claire Mar 973.00 339.00 Claire Mar 551.00 216.00 Mark Mar 584.00 363.00 Ben Apr 716.00 268.00 Mark Apr 744.00 340.00 #NAME? #NAME? Claire Apr 697.00 237.00 #NAME? #NAME? Ben Apr 758.00 320.00 #NAME? #NAME? Ben May 714.00 354.00 #NAME? Ben May 500.00 239.00 #NAME? Mark Jun 507.00 207.00 #NAME? Claire Jun 667.00 359.00 Mark Jun 633.00 315.00 Claire Jun 546.00 254.00 Sales Agent Month Revenue Profit Total Profit for Claire 555 #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME? Exercise 02
1. Create data validation drop-down lists
containing unique values for 'Sales Agent' an 'Month'.
2. Create a FILTER to filter for Sales Agent 'Be
Ensure that the text 'No Records' is displayed there are no results. 3. Modify the formula to filter for Sales Agen 'Ben' and Month 'Feb'.
4. Modify the formula to filter for Sales Agen
'Ben' OR 'Feb'.
5. Modify the formula and SORT the results
ascending order by Sales Agent.
3. Enter the Total Profit generated by 'Claire
the month of 'Mar' in cell P4. ation drop-down lists alues for 'Sales Agent' and
o filter for Sales Agent 'Ben'.
'No Records' is displayed if . ula to filter for Sales Agent b'.
ula to filter for Sales Agent
ula and SORT the results in
Sales Agent.
ofit generated by 'Claire' for
in cell P4. The XLOOKUP Function
Team Sales Agent Revenue Profit
Team 1 Mack Joseph 773.00 311.00 Team 1 Clinton Aguilar 602.00 315.00 Team 2 Alfonso Huff 807.00 278.00 Team 2 Josh Newman 643.00 224.00 Team 1 Kristi Martinez 719.00 382.00 Team 2 Edwin Day 756.00 267.00 Team 2 Margie Gross 745.00 244.00 Team 1 Robyn Maldonado 822.00 351.00 Team 3 Jeannie Murphy 973.00 339.00 Team 2 Gladys Ryan 551.00 216.00 Team 3 Rosemarie Ortega 584.00 363.00 Team 1 Pablo Morgan 716.00 268.00 Team 3 Becky Wilkerson 744.00 340.00 Team 3 Melanie Gordon 697.00 237.00 Team 1 Lois Caldwell 758.00 320.00 Exercise 02 Select Agent: Pablo Morgan 1. Create data validation drop-down lists containing unique values for 'Sales Agents'. Team: Team 1 2. Create an XLOOKUP formula to return the Team, Revenue and Profit for the selected Sales Revenue: Agent. 716
Profit: 268 on drop-down lists ues for 'Sales Agents'.
P formula to return the
rofit for the selected Sales The RANDARRAY Function
Sales Agent Revenue Profit
Mack Joseph #NAME? 715.00 Clinton Aguilar 737.00 927.00 Alfonso Huff 131.00 132.00 Josh Newman 556.00 590.00 Kristi Martinez 382.00 509.00 Edwin Day 571.00 816.00 Margie Gross 796.00 878.00 Robyn Maldonado 253.00 495.00 Jeannie Murphy 604.00 899.00 Gladys Ryan 661.00 320.00 Rosemarie Ortega 738.00 667.00 Pablo Morgan 998.00 526.00 Becky Wilkerson 758.00 259.00 Melanie Gordon 190.00 247.00 Lois Caldwell 880.00 745.00 Exercise 02
1. Use RANDARRAY to add some 'dummy' data
into columns B and C for Revenue and Profit.
2. Use the COUNTA function to work out the
number of rows required.
3. Use 100 as the minimum value and 1000 as
the maximin value. 3. Output the values as integers not decimals.